MassMutual Diversified Value Fund (MDDAX) Alternatives
MassMutual Diversified Value Fund (MDDAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MDDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MDDAX
MDDAX charges 1.12% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among MDDAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | MDDAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | MDDAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | MDDAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | MDDAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | MDDAX vs TILVX |
Best Risk-Adjusted Alternatives to MDDAX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | MDDAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | MDDAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | MDDAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | MDDAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | MDDAX vs VALAX |
Top Performing MDDAX Alternatives (YTD)
MDDAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | MDDAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | MDDAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | MDDAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | MDDAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | MDDAX vs HFCVX |
Lowest Volatility Alternatives to MDDAX
MDDAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | MDDAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | MDDAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | MDDAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | MDDAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | MDDAX vs ACIIX |
Lowest Drawdown Alternatives to MDDAX
MDDAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | MDDAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | MDDAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | MDDAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | MDDAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | MDDAX vs PSECX |
Other Mutual Funds from MassMutual
Most popular MassMutual mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MassMutual 60/40 Allocation Fund | Diversified Portfolio | — | — | Jun 19, 2011 | MDDAX vs MOGAX | |
| MM S&P 500 Index Fund | S&P 500 | 42 | -7.16% | Feb 27, 1998 | MDDAX vs MIEYX | |
| MassMutual Blue Chip Growth Fund | Large Cap Growth Equities | 16 | -14.78% | May 31, 2001 | MDDAX vs MBCSX | |
| MassMutual Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -6.22% | May 31, 2000 | MDDAX vs MEFAX | |
| MassMutual High Yield Fund | High Yield Bonds | 87 | -1.25% | Sep 5, 2000 | MDDAX vs DLHYX | |
| MassMutual Short Duration Bond Fund | Short-Term Bond | 97 | -0.18% | Sep 30, 1994 | MDDAX vs MSTDX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 62 | -0.81% | Sep 30, 1994 | MDDAX vs MCBDX | |
| MassMutual Small Cap Opportunities Fund | Small Cap Blend Equities | 17 | -4.32% | Jul 17, 1998 | MDDAX vs DLBMX | |
| MassMutual Global Fund | Global Equities | 9 | -13.50% | Dec 30, 2004 | MDDAX vs MGFAX | |
| MassMutual Overseas Fund | Foreign Large Cap Equities | 17 | -7.37% | Apr 30, 2001 | MDDAX vs MOSAX |
Often Compared With MDDAX
What investors most often compare with MDDAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Dividend Growth Fund | Large Cap Blend Equities, Dividend | 10 | -6.99% | May 15, 1992 | MDDAX vs VDIGX | |
| MassMutual Small Cap Growth Equity Fund | Small Cap Growth Equities | 47 | -1.89% | May 3, 1999 | MDDAX vs MMGEX | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 80 | -0.45% | May 3, 1999 | MDDAX vs MDVAX | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | MDDAX vs VVIAX |
Compare MDDAX with Any Fund or Stock
Compare MDDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.